Herold Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Herold Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	3,814 -1,074	-22%	-$83.3K	0.06%	225
2026 Q1	$351K	Buy	4,888 +832	+21%	+$61.8K	0.08%	204
2025 Q4	$294K	Sell	4,056 -1,712	-30%	-$125K	0.07%	207
2025 Q3	$424K	Sell	5,768 -4,920	-46%	-$353K	0.1%	175
2025 Q2	$748K	Sell	10,688 -40	-0.4%	-$2.63K	0.16%	144
2025 Q1	$694K	Sell	10,728 -68	-0.6%	-$4.56K	0.15%	153
2024 Q4	$713K	Buy	10,796 +1,624	+18%	+$110K	0.16%	150
2024 Q3	$605K	Sell	9,172 -184	-2%	-$11.6K	0.13%	171
2024 Q2	$566K	Sell	9,356 -28	-0.3%	-$1.7K	0.13%	168
2024 Q1	$586K	Sell	9,384 -1,140	-11%	-$67.4K	0.14%	158
2023 Q4	$612K	Sell	10,524 -1,072	-9%	-$57.3K	0.17%	139
2023 Q3	$604K	Sell	11,596 -1,092	-9%	-$59.9K	0.18%	137
2023 Q2	$698K	Sell	12,688 -44	-0.3%	-$2.31K	0.21%	123
2023 Q1	$671K	Buy	12,732 +3,472	+37%	+$185K	0.23%	109
2022 Q4	$472K	Buy	9,260 +932	+11%	+$47.5K	0.2%	120
2022 Q3	$391K	Hold	8,328	–	–	0.19%	129
2022 Q2	$410K	Hold	8,328	–	–	0.18%	132
2022 Q1	$495K	Sell	8,328 -10,116	-55%	-$593K	0.18%	130
2021 Q4	$1.17M	Sell	18,444 -344	-2%	-$21.6K	0.46%	77
2021 Q3	$1.11M	Buy	+18,788	New	+$1.14M	0.43%	75

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Herold Advisors's VO Position: Q2 2026 in Review

Herold Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, selling an estimated $83.3K and leaving 3,814 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #225.

Herold Advisors first reported a position in VO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Herold Advisors held 3,814 shares of Vanguard Morningstar Mid-Cap ETF worth $307K as of Q2 2026.
Herold Advisors sold 1,074 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $83.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #225 holding.
Herold Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.17M in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.